Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
BCheck if applicable:
CName of organization
OCF Joseph E Weston Public Foundation
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1221 SW Yamhill Street 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Portland, OR97205
D Employer identification number

93-1046399
E Telephone number

G Gross receipts $ 9,700,978
F Name and address of principal officer:
Joseph E Weston
1221 SW Yamhill Street
Portland,OR97205
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1991
M State of legal domicile: OR
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: The OCF Joseph E. Weston Public Foundation(the Foundation) is a supporting organization of The Oregon Community Foundation (OCF). The Foundation makes grants that further the mission of OCF which is to improve life in Oregon and to promote effective philantrophy.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 9
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 6
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 10
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,644,500 4,110,000
9 Program service revenue (Part VIII, line 2g) .........   0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -308,518 484,305
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,761,573 2,988,583
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,097,555 7,582,888
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,109,239 5,706,666
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)   0
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 114,207 202,672
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,223,446 5,909,338
19 Revenue less expenses. Subtract line 18 from line 12....... 874,109 1,673,550
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 74,077,982 82,799,756
21 Total liabilities (Part X, line 26)............. 18,090 57,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 74,059,892 82,742,756
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: The OCF Joseph E. Weston Public Foundation (the Foundation) is a supporting organization of the Oregon Community Foundation (OCF). The Foundation makes grants that further the mission of OCF which is to improve life in Oregon and to promote effective philanthropy.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 5,909,338 including grants of $ 5,706,666 ) (Revenue $   )
The Weston Foundation provides grants and scholarships primarily in the greater Portland, Oregon area. The Weston Foundation makes grants to support children, the working poor, people with disabilities, senior citizens and the homeless. The Foundation awards scholarships to students at Oregon private high schools and first year students at Oregon public colleges. In 2015, the foundation awarded 419 grants, 136 high school scholarships and 89 college scholarships.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet5,909,338
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III .............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
9
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
6
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
 
No
14
Did the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OR
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletElizabeth A Carey1221 SW Yamhill St 100   Portland,OR97205 (503) 227-6846
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JOSEPH E WESTON
 
PRESIDENT
1.0
.................
 
X   X       0 0 0
(2) JAMES MEYER
 
VICE PRESIDENT
1.0
.................
 
X   X       0 0 0
(3) KEITH VERNON
 
SECRETARY/TREASURER
1.0
.................
 
X   X       0 0 0
(4) JEFFEREY WESTON
 
TRUSTEE
1.0
.................
 
X           0 0 0
(5) BEN WHITELEY
 
TRUSTEE
1.0
.................
 
X           0 0 0
(6) SALLY MCCRACKEN
 
TRUSTEE
1.0
.................
 
X           0 0 0
(7) DAVID RIANDA
 
TRUSTEE
1.0
.................
 
X           0 0 0
(8) MAX WILLIAMS
 
TRUSTEE
1.0
.................
40.0
X           0 348,136 61,368
(9) TIFFANY WESTON
 
TRUSTEE
1.0
.................
 
X           0 0 0
(10) GEORGE PASSADORE
 
TRUSTEE
1.0
.................
 
X           0 0 0
(11) GREG CHAILLE
 
TRUSTEE EMERITUS
1.0
.................
 
X           0 0 0
(12) JEFFREY ANDERSON
 
ASST. SECRETARY /TREASURER
1.0
.................
40.0
    X       0 99,498 21,329
(13) ELIZABETH CAREY
 
ASST. SECRETARY /TREASURER
1.0
.................
40.0
    X       0 201,917 32,511








Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 649,551 115,208
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 4,110,000
g Noncash contributions included in lines 1a-1f:$ 4,110,000
h Total.Add lines 1a-1f.......MediumBullet 4,110,000
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total.Add lines 2a–2f.....MediumBullet 0
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 2,395 2,395    
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   2,970,918
b Less: rental expenses    
c Rental income or (loss) 0 2,970,918
d Net rental income or (loss)......MediumBullet 2,970,918 2,970,918    
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 2,600,000  
b Less: cost or other basis and sales expenses 2,118,090  
c Gain or (loss) 481,910 0
d Net gain or (loss).....MediumBullet 481,910 481,910    
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a Scholarship Refunds 900099 17,665 17,665    
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 17,665
12 Total revenue. See Instructions......MediumBullet 7,582,888 3,472,888 0 0
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 5,257,998 5,257,998
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 448,668 448,668
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,530   1,530  
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0 0 0 0
12 Advertising and promotion ....        
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Real Estate Expense 82,867   82,867  
b Administrative Fee 97,935 48,968 48,967  
c Scholarship Fee 18,600 18,600    
d State Fees 1,200   1,200  
e All other expenses 540 0 540 0
25 Total functional expenses. Add lines 1 through 24e 5,909,338 5,774,234 135,104 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 74,920 1 475,649
2 Savings and temporary cash investments ......... 1,662,932 2 1,448,444
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 80,875,663
b Less: accumulated depreciation 10b 0 72,340,130 10c 80,875,663
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)... 74,077,982 16 82,799,756
Liabilities 17 Accounts payable and accrued expenses ..... 90 17 0
18 Grants payable ... 18,000 18 57,000
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 0 25 0
26 Total liabilities. Add lines 17 through 25.. 18,090 26 57,000
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 74,059,892 27 82,742,756
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 74,059,892 33 82,742,756
34 Total liabilities and net assets/fund balances ........ 74,077,982 34 82,799,756
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
7,582,888
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,909,338
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,673,550
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
74,059,892
5
Net unrealized gains (losses) on investments ...............
5
6,543,623
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
465,691
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
82,742,756
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
No
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID: 15000238
Software Version: 2015v2.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............. 1

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) The Oregon Community Foundation
 
237315673 8 Yes   5,706,666 0
Total 1 5,706,666 0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
OCF Joseph E Weston Public Foundation
 
Employer identification number
93-1046399
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v2.1
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 74,059,892 67,316,544 66,221,163 65,220,583 67,168,185
b Contributions ... 4,575,691 3,644,500 3,414,590 2,217,894 0
c Net investment earnings, gains, and losses 10,016,512 8,322,294 4,159,371 2,889,287 1,479,941
d Grants or scholarships ... 5,706,666 5,109,239 4,646,006 3,929,426 3,311,639
e Other expenditures for facilities
and programs ...
153,706 68,998 1,787,321 132,084 70,063
f Administrative expenses .... 48,967 45,209 45,253 45,091 45,841
g End of year balance ...... 82,742,756 74,059,892 67,316,544 66,221,163 65,220,583
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100 %
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ... 80,875,663   80,875,663
b Buildings        
c Leasehold improvements        
d Equipment ...        
e Other ...        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 80,875,663
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 The Foundation uses endowment fund distributions to make grants to non-profit organizations (primarily in Oregon) and to provide scholarship aid.
Schedule D (Form 990) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number
93-1046399
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) Holy Family Parish St Vincent de Paul Conference
7525 SE 39 Ave
Portland,OR97202
53-0196617 501 c 3 5,250       Human Services
(2) Holy Rosary Catholic Church St Vincent de Paul Conference
375 NE Clackamas St
Portland,OR97232
53-0196617 501 c 3 5,250       Human Services
(3) Madeleine Parish St Vincent de Paul Conference
3123 NE 24st Avenue
Portland,OR97212
53-0196617 501 c 3 5,250       Human Services
(4) Ozanam St Vincent de Paul Conference
601 W Burnside St
Portland,OR97209
53-0196617 501 c 3 5,250       Human Services
(5) St Andrew Catholic Church St Vincent de Paul Conference
806 NE Alberta
Portland,OR97211
53-0196617 501 c 3 5,250       Human Services
(6) St Henry Catholic Church St Vincent de Paul Conference
346 NW 1st St
Gresham,OR97030
53-0196617 501 c 3 5,250       Human Services
(7) World Spark
3825 SE 80th Avenue Suite 102
Portland,OR97206
93-1327278 501 c 3 5,250       Foreign Affairs & National Security
(8) All Saints Parish St Vincent de Paul Conference
3847 NE Glison
Portland,OR97227
53-0196617 501 c 3 5,500       Human Services
(9) Chess For Success
2701 NW Vaughn 101
Portland,OR97210
93-1208405 501 c 3 5,500       Recreation & Sports
(10) Faith Bible Christian School
16860 SW Blanton
Aloha,OR97007
93-1027843 501 c 3 5,500       Education
(11) Immaculate Heart Catholic Church St Vincent de Paul Conference
2926 N Williams Avenue
Portland,OR97227
53-0196617 501 c 3 5,500       Human Services
(12) Multnomah County Department of Community Justice
501 SE Hawthorne Blvd 250
Portland,OR97214
Government Entity 5,500       Crime & Legal
(13) Oregon Museum of Science and Industry
1945 SE Water Ave
Portland,OR972143354
93-0402877 501 c 3 5,500       Arts, Culture & Humanities
(14) Our Lady of Sorrows Catholic Church St Vincent de Paul Conference
5239 SE Woodstock Blvd
Portland,OR97206
53-0196617 501 c 3 5,500       Human Services
(15) Our Lady of Victory St Vincent de Paul Conference
PO Box 29
Seaside,OR97138
53-0196617 501 c 3 5,500       Human Services
(16) Sisters Of The Road Cafe
133 NW Sixth Avenue
Portland,OR97209
93-0748169 501 c 3 5,500       Food, Agriculture & Nutrition
(17) St Aloysius Catholic Church St Vincent de Paul Conference
PO Box 1199
Estacada,OR97023
53-0196617 501 c 3 5,500       Human Services
(18) St Cecilia Catholic Church St Vincent de Paul Conference
5105 SW Franklin
Beaverton,OR97005
53-0196617 501 c 3 5,500       Human Services
(19) St Charles Catholic Church St Vincent de Paul Conference
5310 NE 42nd Ave
Portland,OR97218
53-0196617 501 c 3 5,500       Human Services
(20) St Francis Catholic Church of Portland
1131 SE Oak Street
Portland,OR97214
53-0196617 501 c 3 5,500       Religion
(21) St Francis Catholic Church St Vincent de Paul Conference
6303 SE Morrison
Portland,OR97215
53-0196617 501 c 3 5,500       Human Services
(22) St Joseph Catholic Church St Vincent de Paul Conference
2310 SE 148th Ave
Portland,OR97233
53-0196617 501 c 3 5,500       Human Services
(23) St Juan Diego Catholic Church
5995 NW 178th Ave
Portland,OR97229
32-0032429 501 c 3 5,500       Religion
(24) St Louise Catholic Church St Vincent de Paul Conference
5120 SE Milwaukie Ave
Portland,OR97202
53-0196617 501 c 3 5,500       Human Services
(25) St Peter Catholic Church St Vincent de Paul Conference
8648 SE Foster Road
Portland,OR97266
53-0196617 501 c 3 5,500       Human Services
(26) Step It Up Inc
PO Box 4862
Portland,OR97208
27-0042160 501 c 3 5,500       Employment
(27) A Family For Every Child
1675 W 11th Ave
Eugene,OR97402
20-4151057 501 c 3 6,000       Human Services
(28) Artists Repertory Theatre
1515 SW Morrison
Portland,OR97205
93-0828781 501 c 3 6,000       Arts, Culture & Humanities
(29) Business Education Compact
12655 SW Center Suite 430
Beaverton,OR97005
93-0900111 501 c 3 6,000       Employment
(30) Canby St Vincent de Paul Food Bank
PO Box 754
Canby,OR97013
93-0456525 501 c 3 6,000       Food, Agriculture & Nutrition
(31) Clatsop County Women's Resource Center
PO Box 1342
Astoria,OR97103
93-0691750 501 c 3 6,000       Crime & Legal
(32) Crohn's & Colitis Foundation of America - Northwest Chapter
9 Lake Bellevue Drive Suite 203
Bellevue,WA98005
13-6193105 501 c 3 6,000       Diseases/Disorders
(33) Garten Services
3334 Industrial Way NE
Salem,OR97303
93-0582004 501 c 3 6,000       Employment
(34) Good Neighbor Center
11130 SW Greenburg Road
Tigard,OR97223
93-1269989 501 c 3 6,000       Housing
(35) Holy Cross Parish Blessed Frederic St Vincent de Paul Conference
5227 N Bowdoin St
Portland,OR97203
53-0196617 501 c 3 6,000       Human Services
(36) Holy Redeemer Catholic Church St Vincent de Paul Conference
25 N Portland Blvd
Portland,OR97217
53-0196617 501 c 3 6,000       Human Services
(37) Housing Development Center
847 NE 19th Ave Suite 150
Portland,OR97232
93-1116265 501 c 3 6,000       Housing
(38) KBVM Catholic Radio
PO Box 5888
Portland,OR972285888
93-0838318 501 c 3 6,000       Arts, Culture & Humanities
(39) Northwest Association for Blind Athletes
PO Box 65265
Vancouver,WA98665
26-0244283 501 c 3 6,000       Recreation & Sports
(40) Northwest Pilot Project
1430 SW Broadway Suite 200
Portland,OR97212
93-0635871 501 c 3 6,000       Human Services
(41) Old Library Studio
1535 NE 41st Ave
Portland,OR97232
90-0084678 501 c 3 6,000       Arts, Culture & Humanities
(42) Oregon Lions Sight and Hearing Foundation
1010 NW 22nd Ave 144
Portland,OR97210
93-6041506 501 c 3 6,000       Philanthropy, Volunterism & Grantmaking
(43) Oregon School for the Deaf
999 Locust Street NE
Salem,OR97301
45-4341684 501 c 3 6,000       Education
(44) Rebuilding Together Washington County Inc
12550 SW 3rd Street
Beaverton,OR97005
93-1120908 501 c 3 6,000       Housing
(45) Scappoose Parents Association
PO Box 657
Scappoose,OR97056
68-0561139 501 c 3 6,000       Education
(46) Shadow Project
PO Box 3107
Portland,OR972083107
65-1166066 501 c 3 6,000       Education
(47) St Matthew Parish St Vincent de Paul Conference
447 SE 3rd Ave
Hillsboro,OR97123
53-0196617 501 c 3 6,000       Human Services
(48) St Peter and St Paul Episcopal Parish
247 SE 82nd
Portland,OR97216
53-0196617 501 c 3 6,000       Religion
(49) Volunteers in Medicine Clinic of the Cascades
2300 NE Neff Road
Bend,OR97701
93-1327847 501 c 3 6,000       Health Care
(50) Young Musicians & Artists
PO Box 10713
Portland,OR97296
93-0910160 501 c 3 6,000       Arts, Culture & Humanities
(51) Camp Kuratli Salvation Army
8495 SE Monterey Avenue
Happy Valley,OR97086
94-1156347 501 c 3 6,500       Recreation & Sports
(52) Camp Taloali
PO Box 32
Stayton,OR97383
51-0186428 501 c 3 6,500       Recreation & Sports
(53) Easter Seals Oregon
5757 SW Macadam Avenue
Portland,OR97239
93-0386885 501 c 3 6,500       Mental Health, Substance Abuse
(54) Head Start Clackamas County Children's Commission
16518 SE River Road
Marylhurst,OR97267
93-0624672 501 c 3 6,500       Education
(55) Love INC of Clackamas County
PO Box 2378
Oregon City,OR97045
20-0905821 501 c 3 6,500       Religion
(56) Marion-Polk Food Share Inc
1660 Salem Industrial Drive NE
Salem,OR973010374
94-3034161 501 c 3 6,500       Food, Agriculture & Nutrition
(57) Neighborhood Partnerships
310 SW Fourth Ave Ste 715
Portland,OR97204
91-1943624 501 c 3 6,500       Housing
(58) Rebuilding Together Portland
5000 N Willamette Boulevard
Portland,OR97203
94-3132936 501 c 3 6,500       Housing
(59) Share
PO Box 1209
Vancouver,WA98666
91-1205119 501 c 3 6,500       Human Services
(60) St Rita Catholic Church St Vincent de Paul Conference
10029 NE Prescott
Portland,OR97220
53-0196617 501 c 3 6,500       Human Services
(61) Assistance League of Greater Portland
4000 SW 117th Ave
Beaverton,OR970052211
93-6032769 501 c 3 7,000       Philanthropy, Volunterism & Grantmaking
(62) Autistic Community Activity Program
PO Box 4606
Portland,OR97208
94-3042607 501 c 3 7,000       Education
(63) Care To Share
PO Box 397
Beaverton,OR970750397
93-0900348 501 c 3 7,000       Food, Agriculture & Nutrition
(64) Community Vision Inc
1750 SW Skyline Boulevard Suite 102
Portland,OR97221
20-1288169 501 c 3 7,000       Human Services
(65) Franciscan Montessori Earth School
14750 SE Clinton Street
Portland,OR972362316
31-1758439 501 c 3 7,000       Education
(66) Northwest Family Services
6200 SE King Road
Portland,OR97222
93-0841022 501 c 3 7,000       Human Services
(67) SnowCap Community Charities
PO Box 160
Fairview,OR970240160
23-7121915 501 c 3 7,000       Food, Agriculture & Nutrition
(68) St Andrew Legal Clinic
807 NE Alberta Street
Portland,OR97211
93-0739368 501 c 3 7,000       Crime & Legal
(69) St Mary's Cathedral of the Immaculate Conception
1716 NW Davis
Portland,OR97209
93-6017570 501 c 3 7,000       Religion
(70) Better People
PO Box 19435
Portland,OR97280
91-1824478 501 c 3 7,500       Education
(71) Birch Community Services
17780 NE San Rafael
Portland,OR97230
93-1186020 501 c 3 7,500       Food, Agriculture & Nutrition
(72) Blosser Center for Dyslexia Resources
6327-C SW Capitol Highway PMB 159
Portland,OR97239
93-1319640 501 c 3 7,500       Diseases/Disorders
(73) B'nai B'rith Camp
9400 SW Beaverton-Hillsdale Hwy
Suite 147
Beaverton,OR97005
91-1842787 501 c 3 7,500       Recreation & Sports
(74) Child Development and Rehabilitation Center
Mail Stop 45 PO Box 4000
Portland,OR97208
23-7083114 501 c 3 7,500       Diseases/Disorders
(75) National Federation of the Blind of Oregon
5005 Main Street
Springfield,OR97478
23-7197342 501 c 3 7,500       Civil Rights, Social Action & Advocacy
(76) Oregon Commission for the Blind
535 SE 12th Avenue
Portland,OR97214
23-3921937 501 c 3 7,500       Human Services
(77) QUAD Inc
5100 SW Macadam Ave Suite 130
Portland,OR97239
93-0639118 501 c 3 7,500       Education
(78) Salem Interfaith Hospitality Network
1055 Edgewater Street NW
Salem,OR97304
93-1234367 501 c 3 7,500       Housing
(79) St Mary Catholic School
1066 N 6th Avenue
Stayton,OR97383
53-0196617 501 c 3 7,500       Education
(80) The Healing Circle
1054 Exchange Street PO Box 964
Astoria,OR97103
93-1108161 501 c 3 7,500       Mental Health, Substance Abuse
(81) Friends of the Children - Portland
44 NE Morris St
Portland,OR97212
93-1098105 501 c 3 7,750       Education
(82) MountainStar Family Relief Nursery
2125 NE Daggett Lane
Bend,OR97701
42-1560891 501 c 3 7,750       Education
(83) Albina Youth Opportunity School
3710 N Mississippi Avenue
Portland,OR97227
93-0577189 501 c 3 8,000       Education
(84) Child Centered Solutions
Duniway Plaza 2400 SW 4th Ave
Suite 100
Portland,OR97201
20-3811308 501 c 3 8,000       Human Services
(85) Friendly House
2617 NW Savier Street
Portland,OR97210
93-0524232 501 c 3 8,000       Education
(86) Friends of Saturday Academy
5000 N Willamette Blvd
Portland,OR97203
20-3770321 501 c 3 8,000       Education
(87) Mittleman Jewish Community Center
6651 SW Capitol Highway
Portland,OR97219
93-0386850 501 c 3 8,000       Recreation & Sports
(88) Mt Hood Kiwanis Camp
10725 SW Barbur Blvd 50
Portland,OR97219
93-0422242 501 c 3 8,000       Recreation & Sports
(89) Outside In
1132 SW 13th Avenue
Portland,OR97205
93-0567549 501 c 3 8,000       Health Care
(90) Pacific Northwest College of Art
511 NW Broadway
Portland,OR97209
93-1139187 501 c 3 8,000       Arts, Culture & Humanities
(91) Parrott Creek Child & Family Services
1001 Molalla Avenue Suite 209
Oregon City,OR97045
93-0591772 501 c 3 8,000       Crime & Legal
(92) Partners in Care Inc
2075 NE Wyatt Court
Bend,OR97701
93-0756143 501 c 3 8,000       Health Care
(93) Resolutions Northwest
1827 NE 44th Avenue Suite 300
Portland,OR97213
93-0881865 501 c 3 8,000       Crime & Legal
(94) Samaritan House Inc
715 SW Bay Street
Newport,OR97365
93-0986696 501 c 3 8,000       Housing
(95) Schoolhouse Supplies Inc
2735 NE 82nd Ave
Portland,OR97220
20-4223437 501 c 3 8,000       Education
(96) Young Audiences of Oregon and SW Washington
1220 SW Morrison 1000
Portland,OR972052228
93-0521848 501 c 3 8,000       Arts, Culture & Humanities
(97) ARC of Multnomah-Clackamas
6929 NE Halsey
Portland,OR97213
93-0439765 501 c 3 8,500       Human Services
(98) Domestic Violence Resource Center
PO Box 494
Hillsboro,OR971230494
93-0665804 501 c 3 8,500       Crime & Legal
(99) Exceed Enterprises
5285 SE Mallard Way
Milwaukie,OR97222
23-7017274 501 c 3 8,500       Education
(100) Incight Company
310 SW 4th Avenue Suite 630
Portland,OR97204
43-1985190 501 c 3 8,500       Employment
(101) MetroArts Inc
PO Box 14456
Portland,OR972930456
93-1260537 501 c 3 8,500       Arts, Culture & Humanities
(102) Northwest Kidney Kids
PO Box 230075
Portland,OR97281
05-0632305 501 c 3 8,500       Diseases/Disorders
(103) PHAME Academy
1631 NE Broadway 134
Portland,OR97232
93-0991167 501 c 3 8,500       Arts, Culture & Humanities
(104) REACH Community Development
4150 SW Moody Ave
Portland,OR97239
93-0813981 501 c 3 8,500       Housing
(105) Sisters of the Holy Names
PO Box 411
Maryhurst,OR97034
53-0196617 501 c 3 8,500       Religion
(106) SMART
101 SW Market St
Portland,OR97201
93-1051724 501 c 3 8,500       Education
(107) Thomas A Edison High School
9020 SW Beaverton-Hillsdale Highway
Portland,OR97225
23-7348113 501 c 3 8,500       Education
(108) Young Life Oregon-SW Washington Region
13635 NW Cornell Road Suite 200
Portland,OR97229
84-0385934 501 c 3 8,500       Religion
(109) Junior Achievement of Oregon and SW Washington
7830 SE Foster Road
Portland,OR97206
93-0384007 501 c 3 8,750       Youth Development
(110) Bridge Meadows
8502 N Wayland Ave
Portland,OR97203
20-2028975 501 c 3 9,000       Human Services
(111) Catholic Youth OrganizationCamp Howard
825 NE 20th Ave 120
Portland,OR972322295
93-0386803 501 c 3 9,000       Religion
(112) Community 101 - OCF
1221 SW Yamhill St Ste 100
Portland,OR972052108
23-7315673 501 c 3 9,000       Philanthropy, Volunterism & Grantmaking
(113) Mt Scott Park Center for Learning
6148 SE Holgate Boulevard
Portland,OR97206
93-1189089 501 c 3 9,000       Education
(114) Oregon Humane Society
1067 NE Columbia Boulevard
Portland,OR97211
93-0386880 501 c 3 9,000       Animals
(115) ROSE Community Development Corporation
5215 SE Duke Street
Portland,OR97206
94-3144895 501 c 3 9,000       Housing
(116) Wallace Medical Concern
124 NE 181st Ave 103
Portland,OR97230
93-0853709 501 c 3 9,000       Health Care
(117) Children's Cancer Association
1200 NW Naito Parkway Suite 140
Portland,OR97209
93-1181662 501 c 3 9,500       Diseases/Disorders
(118) Medical Teams International
PO Box 10
Portland,OR972070010
93-0878944 501 c 3 9,500       Intl, Foreign Affairs & Natl Security
(119) New Avenues for Youth Inc
1220 SW Columbia St
Portland,OR97205
93-0910213 501 c 3 9,500       Education
(120) All Saints School
601 NE 39th Ave
Portland,OR97232
93-0114100 501 c 3 10,000       Education
(121) ALS Association Oregon & Southwest Washington Chapter
700 NE Multnomah St 1180
Portland,OR97232
68-0516066 501 c 3 10,000       Health Care
(122) Autism Research & Resources of Oregon
PO Box 4282
Portland,OR972084282
93-1287227 501 c 3 10,000       Mental Health, Substance Abuse
(123) Autism Society of Oregon
PO Box 69635
Portland,OR97239
93-0771249 501 c 3 10,000       Mental Health, Substance Abuse
(124) Bradley Angle
5432 N Albina Ave
Portland,OR97217
51-0188664 501 c 3 10,000       Crime & Legal
(125) Children's Trust Fund of Oregon Foundation
1785 NE Sandy Blvd 270
Portland,OR97232
93-1310666 501 c 3 10,000       Crime & Legal
(126) Community Housing Fund
3700 SW Murray Boulevard 190
Beaverton,OR970052372
27-0049012 501 c 3 10,000       Housing
(127) Compassion Connect
12135 SE Lincoln St
Portland,OR97216
26-2304524 501 c 3 10,000       Crime & Legal
(128) De Paul Treatment Centers
PO Box 3007
Portland,OR97208
93-0706892 501 c 3 10,000       Mental Health, Substance Abuse
(129) DoveLewis Emergency Animal Hospital
1945 NW Pettygrove
Portland,OR97209
93-0621534 501 c 3 10,000       Animals
(130) Elders in Action
1411 SW Morrison St Ste 290
Portland,OR972051914
93-1168567 501 c 3 10,000       Housing
(131) Foundations for a Better Oregon
221 NW 2nd Avenue Suite 203
Portland,OR97209
42-1606106 501 c 3 10,000       Education
(132) Girl Scouts of Oregon and SW Washington
9620 SW Barbur Boulevard
Portland,OR97219
93-0399051 501 c 3 10,000       Youth Development
(133) Kids On the Block Awareness Program
PO Box 33530
Portland,OR97292
93-1042121 501 c 3 10,000       Youth Development
(134) Legacy Hopewell House Hospice
PO Box 4484
Portland,OR97208
93-0848530 501 c 3 10,000       Health Care
(135) National Alliance on Mental Illness of Multnomah County
524 NE 52nd Avenue
Portland,OR97213
93-0862647 501 c 3 10,000       Mental Health, Substance Abuse
(136) National Multiple Sclerosis Society Oregon Chapter
5331 SW Macadam Avenue Suite 290
Portland,OR97239
13-5661935 501 c 3 10,000       Diseases/Disorders
(137) National Outward Bound USA
4 Airline Drive Suite 202
Albany,NY12205
04-2375956 501 c 3 10,000       Environment
(138) North by Northeast Community Health Center
3030 NE Martin Luther King Jr Blvd
Portland,OR97212
72-1618287 501 c 3 10,000       Health Care
(139) Oral Hull Foundation for the Blind
PO Box 157
Sandy,OR97055
93-6032742 501 c 3 10,000       Human Services
(140) Oregon Lions Sight and Hearing Foundation
1010 NW 22nd Ave 144
Portland,OR97210
93-6041506 501 c 3 10,000       Philanthropy, Volunterism & Grantmaking
(141) Portland Jewish Academy
6651 SW Capitol Highway
Portland,OR972191914
93-0504473 501 c 3 10,000       Education
(142) Ride Connection
9955 NE Glisan Street
Portland,OR97220
94-3076771 501 c 3 10,000       Human Services
(143) Rose Haven
PO Box 10405
Portland,OR97296
20-5922682 501 c 3 10,000       Crime & Legal
(144) Saint Andre Bessette Catholic Church
601 W Burnside
Portland,OR97209
93-0391635 501 c 3 10,000       Religion
(145) School of Autism Inc
1785 NE Sandy Blvd A
Portland,OR97232
20-4884948 501 c 3 10,000       Education
(146) Sexual Assault Resource Center
4900 SW Griffith Drive Suite 100
Beaverton,OR97005
93-0800739 501 c 3 10,000       Mental Health, Substance Abuse
(147) Society of St Vincent de Paul Mid-Willamette Valley Council
PO Box 7864
Salem,OR97303
93-0464194 501 c 3 10,000       Human Services
(148) Southwest Community Health Center
7754 SW Capitol Hwy
Portland,OR97219
74-3050497 501 c 3 10,000       Health Care
(149) USO Northwest- Portland Center
7000 NE Airport Way Suite 3112
Portland,OR97218
91-0573116 501 c 3 10,000       Public, Society Benefit
(150) Washington County Council on Aging
1136 SE Maple Street Apt 208
Hillsboro,OR97123
93-6088943 501 c 3 10,000       Human Services
(151) Youth Employment Institute
1704 NE 26th
Portland,OR97212
91-1860999 501 c 3 10,000       Employment
(152) Youth Rights & Justice
401 NE 19th Ave 200
Portland,OR97232
93-0900864 501 c 3 10,000       Human Services
(153) YWCA of Greater Portland
PO Box 16130
Portland,OR97292
93-0386984 501 c 3 10,000       Housing
(154) Community Partners for Affordable Housing Inc
PO Box 23206
Tigard,OR972813206
93-1155559 501 c 3 10,500       Housing
(155) Portland YouthBuilders
4816 SE 92nd Avenue
Portland,OR97266
94-3123483 501 c 3 10,500       Employment
(156) Central City Concern
232 NW Sixth Ave
Portland,OR97209
93-0728816 501 c 3 11,000       Employment
(157) Muscular Dystrophy Association
4800 SW Macadam Suite 112
Portland,OR97239
13-1665552 501 c 3 11,000       Diseases/Disorders
(158) Pathfinders of Oregon
7800 SW Barbur Blvd
Portland,OR97219
93-1137236 501 c 3 11,000       Education
(159) Bend's Community Center
1036 NE 5th Street
Bend,OR97701
93-1269614 501 c 3 11,500       Food, Agriculture & Nutrition
(160) Camp Fire Columbia
619 SW 11th Ave 234
Portland,OR972052694
93-0386901 501 c 3 11,500       Education
(161) Impact NW
PO Box 33530
Portland,OR972923530
93-0557964 501 c 3 11,500       Human Services
(162) Cascadia Behavioral Healthcare
PO Box 8459
Portland,OR97207
93-0770054 501 c 3 12,000       Mental Health, Substance Abuse
(163) Community Warehouse
3969 NE MLK Jr Blvd
Portland,OR97212
93-1310582 501 c 3 12,000       Human Services
(164) La Salle Catholic College Preparatory
11999 SE Fuller Road
Milwaukie,OR97222
93-0553265 501 c 3 12,000       Education
(165) Make-A-Wish Foundation of Oregon
2000 SW First Avenue Suite 410
Portland,OR97201
82-0385049 501 c 3 12,000       Health Care
(166) My Father's House A Community Shelter
PO Box 1147
Gresham,OR97030
93-1306035 501 c 3 12,000       Housing
(167) Neighborhood House Inc
7780 SW Capitol Highway
Portland,OR972192477
93-0386875 501 c 3 12,000       Education
(168) Northwest Autism Foundation
519 15th Street
Oregon City,OR97045
93-1234288 501 c 3 12,000       Mental Health, Substance Abuse
(169) Oregon Children's Theatre
1939 NE Sandy Blvd
Portland,OR972322894
93-1029151 501 c 3 12,000       Arts, Culture & Humanities
(170) Raphael House of Portland
4110 SE Hawthorne Boulevard 503
Portland,OR97214
93-0710963 501 c 3 12,000       Crime & Legal
(171) Ronald McDonald House Charities of Oregon and Southwest Washington
2620 N Commercial Avenue
Portland,OR97227
93-0806912 501 c 3 12,000       Health Care
(172) Sunshine Division
687 N Thompson Street
Portland,OR97227
93-0429354 501 c 3 12,000       Food, Agriculture & Nutrition
(173) William Temple House
2023 NW Hoyt Street
Portland,OR972091298
93-0559964 501 c 3 12,000       Human Services
(174) Youth Villages Oregon
PO Box 368
Marylhurst,OR97036
58-1716970 501 c 3 12,000       Mental Health, Substance Abuse
(175) CDM In-Home Care Services
2409 Broadway
Vancouver,WA98663
91-1057994 501 c 3 12,500       Health Care
(176) Children's Institute
1411 SW Morrison St Suite 205
Portland,OR97205
93-1095351 501 c 3 12,500       Education
(177) Fish Emergency Service Inc
1335 SE Hawthorne Boulevard
Portland,OR97214
93-0638179 501 c 3 13,000       Human Services
(178) Transitional Youth
1500 NW 167th Place
Beaverton,OR97006
93-1088674 501 c 3 13,000       Youth Development
(179) Tucker Maxon School
2860 SE Holgate Blvd
Portland,OR972023697
93-0391592 501 c 3 13,000       Education
(180) United Cerebral Palsy of Oregon and SW Washington
305 NE 102nd Ave Suite 100
Portland,OR97220
93-0462580 501 c 3 13,000       Diseases/Disorders
(181) Oregon Historical Society
1200 SW Park Avenue
Portland,OR972052483
93-0391599 501 c 3 13,500       Arts, Culture & Humanities
(182) Oregon Outreach Inc
3802 NE MLK Blvd
Portland,OR97212
93-0993469 501 c 3 13,500       Education
(183) Gales Creek Camp Foundation
1100 NE 28th Avenue Suite 106
Portland,OR97232
93-6010464 501 c 3 14,000       Diseases/Disorders
(184) Oregon Public Broadcasting
7140 SW Macadam Ave
Portland,OR97219
93-0814638 501 c 3 14,000       Arts, Culture & Humanities
(185) Portland Art Museum
1219 SW Park Avenue
Portland,OR97205
93-0391604 501 c 3 14,000       Arts, Culture & Humanities
(186) Store to Door
7730 SW 31st Ave
Portland,OR97201
94-3105555 501 c 3 14,000       Human Services
(187) Portland Adventist Community Services
11020 NE Halsey Street
Portland,OR97220
93-0441769 501 c 3 14,500       Food, Agriculture & Nutrition
(188) Society of St Vincent de Paul Portland Council
PO Box 42157
Portland,OR972420157
93-0456525 501 c 3 14,500       Human Services
(189) Transition Projects
665 NW Hoyt Street
Portland,OR97209
93-0591582 501 c 3 14,500       Human Services
(190) Alzheimer's Association Oregon Chapter
1650 NW Naito Parkway Suite 190
Portland,OR97209
93-0813252 501 c 3 15,000       Diseases/Disorders
(191) Blanchet House of Hospitality
310 NW Glisan Street
Portland,OR97209
93-6031009 501 c 3 15,000       Human Services
(192) Boy Scouts of America Cascade Pacific Council
2145 SW Naito Parkway
Portland,OR97201
93-0386792 501 c 3 15,000       Youth Development
(193) Centro Cultural of Washington County
PO Box 708 1110 North Adair Street
Cornelius,OR97113
93-0606729 501 c 3 15,000       Education
(194) Children's Community Clinic
27 NE Killingsworth Street
Portland,OR97211
93-0811915 501 c 3 15,000       Health Care
(195) De La Salle North Catholic High School
7528 N Fenwick Avenue
Portland,OR97217
93-1287554 501 c 3 15,000       Education
(196) DePaul Industries
4950 NE Martin Luther King Jr Blvd
Portland,OR972113351
93-0607857 501 c 3 15,000       Employment
(197) Dougy Center
PO Box 86852
Portland,OR972860852
93-0833241 501 c 3 15,000       Mental Health, Substance Abuse
(198) Education Northwest
101 SW Main Street 500
Portland,OR972043228
93-0553346 501 c 3 15,000       Education
(199) Housecall Providers Inc
5100 SW Macadam Ave Suite 200
Portland,OR97239
93-1196933 501 c 3 15,000       Health Care
(200) Kinship House
1823 NE 8th Ave
Portland,OR97212
93-1180331 501 c 3 15,000       Human Services
(201) Lutheran Community Services Northwest
617 NE Davis
McMinnville,OR97128
93-0386860 501 c 3 15,000       Human Services
(202) Metropolitan Family Service
1808 SE Belmont Street
Portland,OR97214
93-0397825 501 c 3 15,000       Human Services
(203) Oregon Alliance of Independent Colleges and Universities
1200 SW Fifth Avenue Suite 1900
Portland,OR97204
93-0452083 501 c 3 15,000       Education
(204) Serendipity Center Inc
PO Box 33350
Portland,OR97292
93-0730861 501 c 3 15,000       Education
(205) St Mary's Home for Boys
16535 SW Tualatin Valley Highway
Beaverton,OR970065143
93-0391626 501 c 3 15,000       Human Services
(206) St Therese School
1260 NE 132nd
Portland,OR97230
501 c 3 15,000       Education
(207) Union Gospel Mission
3 NW 3rd Avenue
Portland,OR97209
93-0401258 501 c 3 15,000       Food, Agriculture & Nutrition
(208) Upward Bound
PO Box C
Stayton,OR97383
93-0749992 501 c 3 15,000       Recreation & Sports
(209) Virginia Garcia Memorial Health Center
PO Box 486
Cornelius,OR97113
93-0717997 501 c 3 15,000       Health Care
(210) Clackamas Women's Services
256 Warner Milne Road
Oregon City,OR97045
93-0900119 501 c 3 15,500       Crime & Legal
(211) Family Building Blocks
2425 Lancaster Drive NE
Salem,OR97305
93-1233373 501 c 3 16,000       Education
(212) Lines for Life
5100 SW Macadam Ave 400
Portland,OR972396102
93-0725294 501 c 3 16,000       Mental Health, Substance Abuse
(213) The Oregon Community Foundation
1221 SW Yamhill St Ste 100
Portland,OR972052108
23-7315673 501 c 3 16,000       Philanthropy, Volunterism & Grantmaking
(214) JOIN
1435 NE 81st Ave 100
Portland,OR97213
93-1090005 501 c 3 16,500       Housing
(215) Boys & Girls Aid
018 SW Boundary Court
Portland,OR97239
93-0386791 501 c 3 17,000       Youth Development
(216) Big Brothers Big Sisters Columbia Northwest
1827 NE 44th Ave 100
Portland,OR97213
93-1303640 501 c 3 17,500       Education
(217) Providence St Vincent Medical Foundation
9205 SW Barnes Rd
Portland,OR97225
93-0575982 501 c 3 18,000       Health Care
(218) CASA for Children Inc
1401 NE 68th Avenue
Portland,OR97213
93-0923866 501 c 3 18,500       Human Services
(219) Salvation Army Cascade Division
8495 SE Monterey Avenue Box 8
Happy Valley,OR97086
22-2406433 501 c 3 18,500       Human Services
(220) Portland Opportunities Industrialization Center
717 N Killingsworth Court
Portland,OR97217
93-0593858 501 c 3 19,000       Education
(221) American Red Cross Cascades Region
3131 N Vancouver Ave
Portland,OR97227
53-0196605 501 c 3 20,000       Public Safety, Disaster Services
(222) El Programa Hispano
138 NE 3rd Street Suite 140
Gresham,OR97030
93-0386801 501 c 3 20,000       Human Services
(223) Human Solutions Inc
12350 SE Powell Blvd
Portland,OR97236
93-0977166 501 c 3 20,000       Education
(224) Library Foundation
620 SW Fifth Avenue 1025
Portland,OR97204
93-1190983 501 c 3 20,000       Education
(225) Portland Children's Museum
4015 SW Canyon Road
Portland,OR97221
93-1278089 501 c 3 20,000       Arts, Culture & Humanities
(226) Special Olympics Oregon
5901 SW Macadam Suite 200
Portland,OR97239
93-0752969 501 c 3 20,000       Recreation & Sports
(227) Tillamook County Family YMCA
610 Stillwell Avenue
Tillamook,OR97141
93-0457167 501 c 3 20,000       Recreation & Sports
(228) Jewish Family & Child Service
1221 SW Yamhill St 301
Portland,OR97205
93-0386851 501 c 3 21,000       Employment
(229) Ecumenical Ministries of Oregon
0245 SW Bancroft Street Suite B
Portland,OR97239
93-0625359 501 c 3 21,500       Housing
(230) Habitat for Humanity-PortlandMetro East
1478 NE Killingsworth Street
Portland,OR97211
93-0801200 501 c 3 22,000       Housing
(231) Clackamas Community College
19600 Molalla Avenue
Oregon City,OR97045
93-0579576 Government Entity 24,000       Education
(232) Mt Hood Community College Foundation
26000 SE Stark Street
Gresham,OR97030
23-7061622 501 c 3 24,000       Education
(233) Oregon Food Bank
7900 NE 33rd Avenue
Portland,OR97211
93-0785786 501 c 3 24,000       Food, Agriculture & Nutrition
(234) Oregon Museum of Science and Industry
1945 SE Water Ave
Portland,OR972143354
93-0402877 501 c 3 24,000       Arts, Culture & Humanities
(235) Boys & Girls Clubs of Portland
8203 SE 7th Ave Suite 100
Portland,OR97202
93-0474800 501 c 3 25,000       Education
(236) Children First for Oregon
PO Box 14914
Portland,OR97293
94-3168157 501 c 3 25,000       Human Services
(237) Community Action of Washington County
1001 SW Baseline Street
Hillsboro,OR97124
93-0554941 501 c 3 25,000       Human Services
(238) Open School
7633 N Wabash Avenue
Portland,OR97217
93-0757378 501 c 3 25,000       Education
(239) St Andrew Nativity School
4925 NE 9th Avenue
Portland,OR97211
93-1291049 501 c 3 25,000       Education
(240) Victory Academy
27960 SW Canyon Creek Road
Wilsonville,OR97070
36-4642494 501 c 3 25,000       Education
(241) American Diabetes Association of Oregon SW Washington & Southern Idaho
4380 SW Macadam Ave
River Forum 1 210
Portland,OR97239
13-1623888 501 c 3 26,500       Diseases/Disorders
(242) Janus Youth Programs
707 NE Couch Street
Portland,OR97232
23-7345990 501 c 3 29,000       Mental Health, Substance Abuse
(243) Church of St Michael the Archangel
424 SW Mill Street
Portland,OR97201
95-4621392 501 c 3 30,000       Religion
(244) Portland Rescue Mission
1507 NE 122nd Avenue
Portland,OR97230
93-0429004 501 c 3 30,500       Human Services
(245) Catholic Youth OrganizationCamp Howard
825 NE 20th Ave 120
Portland,OR972322295
93-0386803 501 c 3 32,000       Religion
(246) Macdonald Center
121 NW 6th Avenue
Portland,OR97209
93-1060938 501 c 3 32,000       Human Services
(247) Meals on Wheels People
7710 SW 31st Avenue
Portland,OR97219
93-0584318 501 c 3 32,000       Food, Agriculture & Nutrition
(248) YMCA of Columbia-Willamette
9500 SW Barbur Boulevard 200
Portland,OR97219
93-0386981 501 c 3 33,500       Recreation & Sports
(249) LifeWorks NW
14600 NW Cornell Road
Portland,OR97229
93-0502822 501 c 3 34,000       Mental Health, Substance Abuse
(250) Catholic Charities
2740 SE Powell Blvd 1
Portland,OR97202
93-0386801 501 c 3 34,500       Human Services
(251) Portland Community College Foundation
PO Box 19000
Portland,OR972800990
93-0811291 501 c 3 36,000       Education
(252) Albertina Kerr Centers
424 NE 22nd Avenue
Portland,OR97232
93-0386780 501 c 3 38,000       Human Services
(253) Morrison Child & Family Services
11035 NE Sandy Blvd
Portland,OR97220
93-0354176 501 c 3 38,000       Mental Health, Substance Abuse
(254) Community Transitional School
6601 NE Killingsworth Street
Portland,OR97218
93-1246605 501 c 3 40,000       Education
(255) I Have A Dream Foundation - Oregon
2916 NE Alberta St Suite D
Portland,OR97211
93-1037323 501 c 3 40,000       Education
(256) Providence Child Center Foundation
830 NE 47th Avenue
Portland,OR97213
93-0800140 501 c 3 45,500       Health Care
(257) Volunteers of America
3910 SE Stark Street
Portland,OR97214
93-0395591 501 c 3 46,000       Education
(258) Trillium Family Services
3415 SE Powell Boulevard
Portland,OR97202
93-0386966 501 c 3 50,000       Mental Health, Substance Abuse
(259) St Alexander Catholic Church
PO Box 644
Cornelius,OR97113
501 c 3 55,000       Religion
(260) Central Catholic High School
2401 SE Stark
Portland,OR97214
93-0391557 501 c 3 512,500       Education
(261) Archdiocese of Portland
2838 E Burnside Street
Portland,OR97214
93-0114100 501 c 3 1,067,998       Education
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
261
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1) Scholarships 377 448,668      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Each year we require reports on how funds were used from grantees who received funding the previous year. These are: (1) grantees who receive their first Weston grant, (2) grantees who received their fifth consecutive Weston grant, (3) grantees who received an annual designated grant and (4) grantees who received funds through either the Weston Medicaid Co-Pay Program or the Weston Tuition Assistance Program.
Schedule I (Form 990) 2015



Additional Data


Software ID: 15000238
Software Version: 2015v2.1


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1MAX WILLIAMS
  TRUSTEE
(i)

(ii)
0
-------------
348,136
0
-------------
0
0
-------------
0
0
-------------
34,480
0
-------------
26,888
0
-------------
409,504
0
-------------
0
2ELIZABETH CAREY
  ASST. SECRETARY /TREASURER
(i)

(ii)
0
-------------
201,917
0
-------------
0
0
-------------
0
0
-------------
20,600
0
-------------
11,911
0
-------------
234,428
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v2.1
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Weston Investment Co
 
Entity more than 35% owned by J. Weston trustee and officer   Weston Investments Co. leases land at fair market value   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial .. X 3 4,110,000 Opinions of experts
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
3
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Explanations of reporting method for number of contributions Real estate - Commercial: NUMBER OF ITEMS RECEIVED
Schedule M (Form 990) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v2.1
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Return Reference Explanation
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Jeffery Weston - Family relationship, Keith Vernon - Business relationship, Tiffany Weston - Family relationship, Max Williams - Business relationship
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body OCF is entitled to appoint 5 (of 9) Trustees of the Board of Trustees. Joseph E. Weston (or his successor) is entitled to appoint 4 Trustees.
Form 990, Part VI, Line 11b Review of form 990 by governing body The Oregon Community Foundation prepares the Form 990 which is reviewed by OCF's Vice President/CFO. All Board members are provided a copy of the completed 990 before it is filed.
Form 990, Part VI, Line 12c Conflict of interest policy Board members receive copies of the Foundation's conflict of interest policy and confirm that they have read and understand the policy. Board members are asked to declare conflicts of interest before votes on grants or business issues. All Board members complete disclosure statements each year regarding transactions and grants made in previous years.
Form 990, Part VI, Line 19 Required documents available to the public The Foundation is a supporting organization of the Oregon Community Foundation (OCF). OCF posts the consolidated financial statements on it's website (www.oregoncf.org). Conflict of interest policies and governing documents are provided upon request either by mail, electronically or review in the office.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfer from OCF - 2982823; Transfer to OCF - -2517132;
Form 990, Part XII, Line 2c The Oregon Community Foundation's audit committee oversees the audit and selection of the independent accountants.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v2.1
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
OCF Joseph E Weston Public Foundation
 
Employer identification number

93-1046399
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)The Oregon Community Foundation
1221 SW Yamhill St
Suite 100
Portland,OR97205
23-7315673
Make grants to improve life in Oregon OR 501(c)(3 8 NA
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) THE OREGON COMMUNITY FOUNDATION

B 25,000 CASH TRANSACTION
(2) THE OREGON COMMUNITY FOUNDATION

M 97,935 CASH TRANSACTION
(3) THE OREGON COMMUNITY FOUNDATION

R 2,517,132 CASH TRANSACTION
(4) THE OREGON COMMUNITY FOUNDATION

S 2,982,823 CASH TRANSACTION


Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


Software ID: 15000238
Software Version: 2015v2.1